Ask Suze (and KT) Anything: March 18, 2021

Ask Suze (and KT) Anything: March 18, 2021

Update: 2021-03-18
Share

Description

On this edition of Ask Suze (and KT) Anything, Suze answers questions from Women & Money listeners Rosio, Melba, Nicholas, Pam, Anne, Betty, Sharon and more selected and read by KT.  


This week’s questions:



  • What is the best way to allocate funds in a Vanguard IRA?

  • Should I open an account at Alliant in my name or in the name of my living revocable trust?

  • What are your thoughts on investing in insurance?

  • What do you recommend I do with bond investments?

  • At 90 years old, should I sit and hold my retirement savings account?

  • I am trying to help a friend learn to budget, but feel I am being taken advantage of.  What should I do?

  • I decided to transfer money from my IRA into a work sponsored 403(b).  Is that a good idea to avoid pro-rata taxes?

  • What is a good way for me to save my Stimulus Check?

  • If I transfer money from my traditional IRA into my child’s 529 plan, do I have to pay tax for the distribution?


This week’s Quizzie (from Cyndee): Should I buy a home in my name for my daughter and son-in-law, or gift them money for a down payment and expenses?




Take advantage of the Ultimate Opportunity Savings Account with Alliant Credit Union by clicking here!


Join Suze’s Women & Money Community for FREE and ASK SUZE your questions which may just end up on her podcast!


To ask Suze a question, download by following one of these links:


CLICK HERE FOR APPLE  


CLICK HERE FOR GOOGLE PLAY

See omnystudio.com/listener for privacy information.

Comments 
00:00
00:00
x

0.5x

0.8x

1.0x

1.25x

1.5x

2.0x

3.0x

Sleep Timer

Off

End of Episode

5 Minutes

10 Minutes

15 Minutes

30 Minutes

45 Minutes

60 Minutes

120 Minutes

Ask Suze (and KT) Anything: March 18, 2021

Ask Suze (and KT) Anything: March 18, 2021

Suze Orman Media